See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,487 | $81,460-94.5% | $103,333-95.7% | $80,856-94.5% |
| Participation rate | 94.7% | 66.8%+27.9pp | 74.5%+20.2pp | 67.6%+27.1pp |
| Annual return | 0.00% | 25.55%-25.5pp | 24.88%-24.9pp | 35.59%-35.6pp |
| Employer contribution / active EE | $2,136 | $3,105-31.2% | $3,868-44.8% | $2,755-22.4% |
| Participant deferral / active EE | $2,512 | $3,869-35.1% | $5,057-50.3% | $4,296-41.5% |
| Admin fee / account holder | $125 | $6,566-98.1% | $8,355-98.5% | $6,918-98.2% |